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Re: hweb2 post# 96770

Tuesday, 04/19/2022 5:47:04 PM

Tuesday, April 19, 2022 5:47:04 PM

Post# of 113940
Thanks hweb2, you explained the reason why NFLX felt so much. I have just got some for the following reasons:
1) pe at around 20, not too expensive;
2) Increase price by 10+% and lose 1% customers, net growth by about 10%;
3) the number of subscribers may increase from international market and crack down of password sharing among people outside of home, so revenue may grow about 20% a year in the next 5 years;
4) margin will increase faster as it indicates.

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